1
Zymeworks Inc.
ZYME · US
Zymeworks: The Molecule Is Proven, the Allocator Is Not Jul 29, 2026
Hold
49 /100
Weak
Jul 29, 2026
2
EVE Energy Co., Ltd.
300014 · Shenzhen
EVE Energy: Storage Now Leads the Growth and Carries the Thinnest Margin, and Capex Still Outruns the Cash It Converts Jul 28, 2026
Watch
49 /100
Weak
Jul 28, 2026
3
Tesla, Inc.
TSLA · US
Tesla: The Franchise Is Real, but $900 Billion of the Market Cap Rests on Robotaxi Economics No One Has Disclosed Jul 28, 2026
Watch
49 /100
Weak
Jul 28, 2026
4
Rheinmetall AG
RHM · XETRA
Rheinmetall: Respect Without Urgency for a Re-Rated Defence Prime Jul 23, 2026
Hold
49 /100
Weak
Jul 23, 2026
5
NICE Ltd.
NICE · US
NICE Ltd: A Good Software Business Still Waiting for Proof That AI Adds More Than It Substitutes Jul 22, 2026
Watch
49 /100
Weak
Jul 22, 2026
6
Saab AB (publ)
SAAB-B · ST
Saab: Europe's Sovereign Defense Franchise Is Real, but the Margin of Safety Is Gone Jul 10, 2026
Hold
49 /100
Weak
Jul 10, 2026
7
ACM Research, Inc.
ACMR · US
ACM Research: A Credible China Semicap Franchise, a Demanding Holdco Structure Jun 28, 2026
Hold
49 /100
Weak
Jun 28, 2026
8
Bentley Systems, Incorporated
BSY · US
Bentley Systems: Durable Infrastructure Compounder, Thin Margin of Safety Jun 28, 2026
Hold
49 /100
Weak
Jun 28, 2026
9
XtalPi Holdings Limited
2228 · HK
XtalPi Holdings: An AI-for-Science Platform Climbing from Fee-for-Service Work to Milestone Economics, Still Priced Ahead of Proof Jun 24, 2026
Hold
49 /100
Weak
Jun 24, 2026
10
Merck KGaA, Darmstadt, Germany
MRK · XETRA
Merck KGaA: A Diversified Science Platform in Transition Jun 19, 2026
Hold
49 /100
Weak
Jun 19, 2026
11
Shenzhen Inovance Technology Co., Ltd.
300124 · Shenzhen
Inovance Technology Deep-Dive Research Jun 15, 2026
Hold
49 /100
Weak
Jun 15, 2026
12
Everpure, Inc. (formerly Pure Storage, Inc.)
PSTG · US
Pure Storage: An All-Flash Foundation and the Hyperscaler Narrative Jun 14, 2026
Hold
49 /100
Weak
Jun 15, 2026
13
Celestica Inc.
CLS · US
Celestica Inc. Deep-Dive Research Jun 12, 2026
Hold
49 /100
Weak
Jun 12, 2026
14
Hesai Group
HSAI · US
Hesai Group (HSAI) Zen Horizon Research Report Jun 8, 2026
Watch
49 /100
Weak
Jun 10, 2026
15
Medpace Holdings
MEDP · US
Medpace Holdings Zen Horizon Framework Deep-Dive Research Jun 6, 2026
Watch
49 /100
Weak
Jun 10, 2026
16
Asia Vital Components Co., Ltd. (AVC)
3017 · Taiwan
Asia Vital Components: Deep-Dive Research Using the Zen Horizon Framework Jun 5, 2026
Watch
49 /100
Weak
Jun 10, 2026
17
Dassault Systèmes SE
DSY · Paris
Dassault Systèmes: A Zen Horizon Framework Deep-Dive Research Report Jun 4, 2026
Watch
49 /100
Weak
Jun 10, 2026
18
PDD Holdings
PDD · US
PDD Holdings Deep-Dive Research Report Jun 2, 2026
Watch
49 /100
Weak
Jun 10, 2026
19
Gartner, Inc.
IT · US
Gartner Long-Term Value Investment Research May 31, 2026
Cautious Buy
49 /100
Weak
Jun 10, 2026
20
Wheaton Precious Metals Corp.
WPM · US
Wheaton Precious Metals In-Depth Research May 31, 2026
Hold
49 /100
Weak
Jun 10, 2026
21
Rollins, Inc.
ROL · US
Rollins Deep Value Investment Research Report May 29, 2026
Watch
49 /100
Weak
Jun 10, 2026
22
Keysight Technologies, Inc.
KEYS · US
Keysight Technologies Investment Value Deep-Dive May 27, 2026
Watch
49 /100
Weak
Jun 11, 2026
23
Intercontinental Exchange, Inc.
ICE · US
Intercontinental Exchange from a Long-Term Business Owner's Perspective May 26, 2026
Watch
49 /100
Weak
Jun 11, 2026
24
Mastercard Incorporated
MA · US
Mastercard Deep Value Investment Research May 25, 2026
Watch
49 /100
Weak
Jun 10, 2026
25
Medtronic plc
MDT · US
Medtronic Long-Term Value Investment Analysis May 25, 2026
Hold
49 /100
Weak
Jun 11, 2026
26
Stryker Corporation
SYK · US
Stryker In-Depth Value Investment Research May 25, 2026
Watch
49 /100
Weak
Jun 11, 2026
27
Visa Inc.
V · US
Visa Inc. Long-Term Business Owner Research May 25, 2026
Watch
49 /100
Weak
Jun 11, 2026
28
BlackRock, Inc.
BLK · US
BlackRock In-Depth Value Investment Research May 24, 2026
Watch
49 /100
Weak
Jun 10, 2026
29
Futu Holdings Limited
FUTU · US
Futu Holdings In-Depth Research Report May 24, 2026
Watch
49 /100
Weak
Jun 11, 2026
30
Qualcomm Incorporated
QCOM · US
Qualcomm Long-Term Owner-Oriented Research May 23, 2026
Watch
49 /100
Weak
Jun 11, 2026
31
Texas Instruments Incorporated
TXN · US
Texas Instruments Analog and Embedded Processors Research May 23, 2026
Watch
49 /100
Weak
Jun 10, 2026
32
Vertex Pharmaceuticals Incorporated
VRTX · US
Vertex Pharmaceuticals: A Long-Term Owner's View May 23, 2026
Watch
49 /100
Weak
Jun 10, 2026
33
SK hynix Inc.
000660 · Korea
Long-Term Value Investment Research on SK hynix May 22, 2026
Watch
49 /100
Weak
Jun 10, 2026
34
Lam Research Corporation
LRCX · US
Lam Research from a Long-Term Business Owner's Perspective May 22, 2026
Watch
49 /100
Weak
Jun 11, 2026
35
Monster Beverage Corporation
MNST · US
Deep Value Investment Analysis of Monster Beverage Corporation May 22, 2026
Watch
49 /100
Weak
Jun 11, 2026
36
Analog Devices, Inc.
ADI · US
Analog Devices Deep Value Investment Research May 21, 2026
Watch
49 /100
Weak
Jun 10, 2026
37
Copart, Inc.
CPRT · US
Copart Deep Value Investment Analysis May 21, 2026
Watch
49 /100
Weak
Jun 10, 2026
38
Corning Incorporated
GLW · US
Corning In-Depth Value Research Report May 20, 2026
Watch
49 /100
Weak
Jun 10, 2026
39
OpenAI (PBC, OpenAI Group)
OPENAI · Unlisted
OpenAI Deep Value Investment Research May 19, 2026
Watch
49 /100
Weak
Jun 11, 2026
40
Apple Inc.
AAPL · US
Apple: A Long-Term Owner's View May 17, 2026
Watch
49 /100
Weak
Jun 10, 2026
41
Hanwha Aerospace Co., Ltd.
012450 · Korea
Hanwha Aerospace: The K9 Export Franchise Is Genuine, but at 865,000 KRW the Price Still Rides on Backlog Conversion and Capital Discipline Jul 31, 2026
Hold
48 /100
Weak
Jul 31, 2026
42
Compagnie de Saint-Gobain S.A.
SGO · Paris
Saint-Gobain: A Higher Margin Floor Is Proven, but at 74.16 EUR the Price Sits Above the 64 EUR Conservative Value Jul 29, 2026
Hold
48 /100
Weak
Jul 30, 2026
43
Suzhou TFC Optical Communication Co., Ltd.
300394 · Shenzhen
T&S Communications: A Real Upstream Bottleneck, Priced as if Scarcity Economics Were Permanent Jul 28, 2026
Avoid
48 /100
Weak
Jul 28, 2026
44
Ningbo Tuopu Group Co., Ltd.
601689 · Shanghai
Ningbo Tuopu: Fair for the Auto Business, Pricey for the Robot Option Jul 23, 2026
Hold
48 /100
Weak
Jul 23, 2026
45
Space Exploration Technologies Corp.
SPCX · US
SpaceX: A Strategically Brilliant Platform Wrapped in a Still-Expensive Stock Jul 21, 2026
Avoid
48 /100
Weak
Jul 21, 2026
46
AVIC Jonhon Optronic Technology Co., Ltd.
002179 · Shenzhen
AVIC Jonhon Optronic: Defense-Grade Interconnect Leader, Recovery Already Priced Jun 27, 2026
Hold
48 /100
Weak
Jun 27, 2026
47
Leader Harmonious Drive Systems Co., Ltd.
688017 · Shanghai
Leaderdrive: China's Harmonic-Reducer Leader Priced for a Humanoid Future Jun 20, 2026
Avoid
48 /100
Weak
Jun 21, 2026
48
Asana, Inc.
ASAN · US
Asana: Optically Cheap, Strategically Unproven Jun 20, 2026
Watch
48 /100
Weak
Jun 20, 2026
49
Triple Flag Precious Metals Corp.
TFPM · US
Triple Flag Precious Metals: Quality Compounder, Fully Priced Jun 20, 2026
Watch
48 /100
Weak
Jun 20, 2026
50
WuXi XDC Cayman Inc.
2268 · HK
WuXi XDC: Scaling the ADC Manufacturing Network Jun 17, 2026
Hold
48 /100
Weak
Jun 18, 2026
51
Iridium Communications Inc.
IRDM · US
Iridium: A Global Cash Machine With Option Premium Jun 17, 2026
Hold
48 /100
Weak
Jun 18, 2026
52
Beijing Kingsoft Office Software, Inc.
688111 · Shanghai
Kingsoft Office In-Depth Research Jun 14, 2026
Hold
48 /100
Weak
Jun 14, 2026
53
Elastic N.V.
ESTC · US
Elastic: Cash Flow Repair in the Search Layer and the Search AI Option Jun 14, 2026
Hold
48 /100
Weak
Jun 15, 2026
54
GitLab Inc.
GTLB · US
GitLab Deep Research Jun 14, 2026
Hold
48 /100
Weak
Jun 14, 2026
55
Wiwynn Corporation
6669 · Taiwan
Wiwynn Corporation Deep-Dive Research Jun 12, 2026
Hold
48 /100
Weak
Jun 12, 2026
56
Tokyo Ohka Kogyo Co., Ltd. (TOK)
4186 · TSE
Tokyo Ohka Kogyo TOK (4186.TSE) Buffett Framework Deep-Dive Research Jun 9, 2026
Watch
48 /100
Weak
Jun 10, 2026
57
Advanced Micro-Fabrication Equipment Inc. China
688012 · Shanghai
AMEC (688012): China's Domestic Etch Equipment Leader, a Great Company at a Rich Price Jun 9, 2026
Watch
48 /100
Weak
Jun 10, 2026
58
Prysmian Group
PRY · MI
Prysmian Group (PRY.MI) Zen Horizon Research Report Jun 9, 2026
Watch
48 /100
Weak
Jun 10, 2026
59
Siemens AG / Siemens AG
SIE · XETRA
Siemens AG (SIE.XETRA) Zen Horizon Research Report Jun 9, 2026
Watch
48 /100
Weak
Jun 10, 2026
60
Siemens Energy
ENR · XETRA
Siemens Energy Deep Research under the Zen Horizon Framework Jun 8, 2026
Hold
48 /100
Weak
Jun 10, 2026
61
Cheniere Energy, Inc.
LNG · US
Cheniere Energy Zen Horizon Framework Deep-Dive Research Jun 8, 2026
Hold
48 /100
Weak
Jun 10, 2026
62
Lonza Group AG
LONN · SW
Lonza Group AG (LONN.SW) Zen Horizon Research Report Jun 8, 2026
Hold
48 /100
Weak
Jun 10, 2026
63
Lattice Semiconductor Corporation
LSCC · US
Lattice Semiconductor (LSCC.US) Zen Horizon Research Report Jun 8, 2026
Watch
48 /100
Weak
Jun 10, 2026
64
Rolls-Royce Holdings PLC
RR · LSE
Rolls-Royce (RR.LSE) Zen Horizon Research Report Jun 8, 2026
Hold
48 /100
Weak
Jun 10, 2026
65
Laopu Gold
6181 · HK
Laopu Gold: A Zen Horizon Framework Deep Dive Jun 7, 2026
Watch
48 /100
Weak
Jun 10, 2026
66
Franco-Nevada
FNV · US
Franco-Nevada Zen Horizon Framework In-Depth Research Jun 7, 2026
Watch
48 /100
Weak
Jun 10, 2026
67
ABB Ltd
ABBN · SW
ABB Ltd Zen Horizon Framework Deep Research Jun 6, 2026
Watch
48 /100
Weak
Jun 10, 2026
68
BE Semiconductor (Besi)
BESI · Amsterdam
In-Depth Value Analysis of Besi, a Back-End Advanced Packaging Equipment Leader Jun 4, 2026
Watch
48 /100
Weak
Jun 9, 2026
69
PTC Inc.
PTC · US
PTC Deep Value Investment Research May 30, 2026
Watch
48 /100
Weak
Jun 10, 2026
70
Fair Isaac Corporation
FICO · US
Fair Isaac: A Long-Term Owner's View May 28, 2026
Watch
48 /100
Weak
Jun 10, 2026
71
Edwards Lifesciences Corporation
EW · US
Edwards Lifesciences In-Depth Value Research May 27, 2026
Watch
48 /100
Weak
Jun 11, 2026
72
Block, Inc.
XYZ · US
Block Investment Research Report May 27, 2026
Watch
48 /100
Weak
Jun 10, 2026
73
Dell Technologies Inc.
DELL · US
Dell Technologies Deep Value Research May 25, 2026
Watch
48 /100
Weak
Jun 10, 2026
74
Danaher Corporation
DHR · US
Danaher Research from a Long-Term Owner's Perspective May 25, 2026
Watch
48 /100
Weak
Jun 10, 2026
75
GE Vernova Inc.
GEV · US
GE Vernova Deep Value Investment Analysis May 25, 2026
Watch
48 /100
Weak
Jun 10, 2026
76
Johnson & Johnson
JNJ · US
Johnson & Johnson Deep Value Analysis: A Good Company Is Not Cheap May 25, 2026
Watch
48 /100
Weak
Jun 10, 2026
77
Roper Technologies, Inc.
ROP · US
Roper Technologies Research from a Long-Term Owner's Perspective May 23, 2026
Cautious Buy
48 /100
Weak
Jun 11, 2026
78
DexCom, Inc.
DXCM · US
DexCom Investment Research Report May 22, 2026
Watch
48 /100
Weak
Jun 11, 2026
79
Marriott International, Inc.
MAR · US
Marriott International Deep Value Analysis May 22, 2026
Watch
48 /100
Weak
Jun 11, 2026
80
O'Reilly Automotive, Inc.
ORLY · US
O'Reilly Automotive: A Long-Term Business Owner's Research Report May 22, 2026
Watch
48 /100
Weak
Jun 10, 2026
81
Regeneron Pharmaceuticals, Inc.
REGN · US
Regeneron Pharmaceuticals Value Analysis from a Long-Term Business Owner's Perspective May 22, 2026
Watch
48 /100
Weak
Jun 10, 2026
82
Kweichow Moutai Co., Ltd.
600519 · Shanghai
Kweichow Moutai: A Long-Term Business Owner's Perspective May 21, 2026
Watch
48 /100
Weak
Jun 10, 2026
83
Adobe Inc.
ADBE · US
Adobe Investment Research from a Long-Term Business Owner's Perspective May 21, 2026
Cautious Buy
48 /100
Weak
Jun 10, 2026
84
Automatic Data Processing, Inc.
ADP · US
ADP Long-Term Owner-Oriented Value Analysis May 21, 2026
Watch
48 /100
Weak
Jun 11, 2026
85
Applied Materials, Inc.
AMAT · US
Applied Materials Deep Value Investment Research May 21, 2026
Watch
48 /100
Weak
Jun 10, 2026
86
BYD Company Limited
1211 · HK
Long-Term Value Investment Research on BYD May 20, 2026
Watch
48 /100
Weak
Jun 10, 2026
87
Xiaomi Group (Xiaomi Corp.)
1810 · HK
Xiaomi Group Long-Term Owner-Oriented Research May 17, 2026
Watch
48 /100
Weak
Jun 10, 2026
88
Yuanjie Semiconductor Technology Co., Ltd.
688498 · Shanghai
Yuanjie Semiconductor: Real AI-Optics Growth, Zero Margin of Safety Jul 24, 2026
Avoid
47 /100
Weak
Jul 24, 2026
89
Sichuan Baili Tianheng Pharmaceutical Co., Ltd.
688506 · Shanghai
Sichuan Baili Tianheng: A De-Risked ADC Story the Market Has Already Priced In Jul 23, 2026
Hold
47 /100
Weak
Jul 23, 2026
90
Ningbo Orient Wires & Cables Co., Ltd.
603606 · Shanghai
Ningbo Orient Wires & Cables: A Real Submarine-Cable Moat Priced for Flawless Backlog Conversion Jul 17, 2026
Watch
47 /100
Weak
Jul 17, 2026
91
Exelixis, Inc.
EXEL · US
Exelixis: A Real Cabozantinib Cash Machine Pricing In an Unproven Second Act Jul 16, 2026
Hold
47 /100
Weak
Jul 16, 2026
92
Kongsberg Gruppen ASA
KOG · OL
Kongsberg Gruppen: A Genuine Defense Franchise Priced for a Decade of Perfect Execution Jul 6, 2026
Watch
47 /100
Weak
Jul 6, 2026
93
JD.com, Inc.
JD · US
JD.com: A Stronger Retail Core Discounted for the Cost of Transition Jun 28, 2026
Cautious Buy
47 /100
Weak
Jun 28, 2026
94
Symrise AG
SY1 · XETRA
Symrise: A High-Quality Compounder Now Priced for Delivery, Not Discovery Jun 28, 2026
Hold
47 /100
Weak
Jun 28, 2026
95
Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd.
6990 · HK
Kelun-Biotech: A Commercializing China ADC Franchise Priced for Much of Its sac-TMT and MSD Global Success Jun 25, 2026
Hold
47 /100
Weak
Jun 25, 2026
96
Bureau Veritas SA
BVI · Paris
Bureau Veritas: Quality TIC, Priced for Reacceleration Jun 17, 2026
Hold
47 /100
Weak
Jun 18, 2026
97
Okta, Inc.
OKTA · US
Okta: Identity Infrastructure in Transition Jun 17, 2026
Hold
47 /100
Weak
Jun 17, 2026
98
Pinterest, Inc.
PINS · US
Pinterest: Strong Cash, ARPU-Mix Risk Jun 17, 2026
Watch
47 /100
Weak
Jun 18, 2026
99
Royal Gold, Inc.
RGLD · US
Royal Gold Deep-Dive Research Jun 15, 2026
Hold
47 /100
Weak
Jun 15, 2026
100
Shenzhen Envicool Technology Co., Ltd. Envicool
002837 · Shenzhen
Envicool Deep-Dive Research Jun 14, 2026
Watch
47 /100
Weak
Jun 14, 2026